Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PROSPERITY WEALTH MANAGEMENT INC | 01-30-2024 | 12-31-2023 | 145 | 153,824,280 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PROSHARES TR | ULTRAPRO QQQ | 1 | $29,530,765 | 582,461 | 0.02 | 0.02 | -351,670 | -37.65 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 2 | $13,398,251 | 237,558 | 0.01 | 0.01 | -13,844 | -5.51 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 3 | $8,383,326 | 101,053 | 0.01 | 0.00 | -2,791 | -2.69 | 12-31-2023 |
| PROSHARES TR | ULTRPRO S&P500 | 4 | $7,133,443 | 130,315 | 0.00 | 0.01 | -69,688 | -34.84 | 12-31-2023 |
